Chatham Financial Connector for AI agents.
8 live capabilities
Manage financial risk and derivative valuations from your AI chat interface.
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Why people use Chatham Financial
Chatham Financial for Risk Management and Trade Valuations
With the Chatham Financial MCP, you stop hunting for data and start asking for it. You can pull trade accounting details, valuation history, and portfolio summaries directly into your AI client. You get a unified view of your risk landscape in a single conversation, which means you spend less time clicking and more time making decisions.
What Vinkius changes
You get real-time financial risk data in your chat interface without leaving your workspace.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Checking hedge performance
A Treasury Manager asks their agent to check the effectiveness of a specific hedge.
- Real-world use case 02
Rapid valuation checks
A Risk Officer needs a quick mark-to-market value for a large debt instrument.
- Real-world use case 03
Audit trail gathering
A Financial Controller needs to see all payment schedules for a transaction.
Complete set · 8capabilities
The complete Chatham Financial capability set.
These are the exact actions your AI can choose when you ask it to work with Chatham Financial.
01—04
4 capabilities in this set.
Part of 8 available through Chatham Financial.
- 01 Capability
Get trade valuations
Get current and historical valuations for a trade. This makes it easy to track mark-to-market changes over time.
- 02 Capability
List chatham entities
List all legal entities in your account. Use this to see your full organizational footprint instantly.
- 03 Capability
List trade payments
List payment schedules and history for a transaction. This helps you keep track of upcoming cash flows.
- 04 Capability
List chatham portfolios
List all managed portfolios. This gives you a high-level view of your managed assets.
05—08
4 capabilities in this set.
Part of 8 available through Chatham Financial.
- 05 Capability
List chatham transactions
List financial transactions and trades. This allows you to see your entire trade history at once.
- 06 Capability
Get trade accounting
Get the specific hedge accounting details for a transaction. This lets you verify your accounting records quickly.
- 07 Capability
Get hedge effectiveness
Retrieve test results for hedge effectiveness. This helps you see how well your hedges are performing.
- 08 Capability
Get chatham market data
Pull benchmark rates and forward curves. This gives you the latest SOFR or EURIBOR data in one spot.
Set up in minutes
One URL. Then ask Chatham Financial to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Chatham Financial from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_hsMPh67TwQ1iIM2bTlF82Wn5TiLdB0HnJIqJkuRI/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Chatham Financial, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Chatham Financial for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_hsMPh67TwQ1iIM2bTlF82Wn5TiLdB0HnJIqJkuRI/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Chatham Financial URL.
- Step 03
Save and start
Save the connection and enable Chatham Financial in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"chatham-financial": {
"url": "https://edge.vinkius.com/vk_preview_hsMPh67TwQ1iIM2bTlF82Wn5TiLdB0HnJIqJkuRI/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Chatham Financial
Open Agent mode in chat and ask: "Using Chatham Financial, help me...". 8 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"chatham-financial": {
"url": "https://edge.vinkius.com/vk_preview_hsMPh67TwQ1iIM2bTlF82Wn5TiLdB0HnJIqJkuRI/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Chatham Financial
Ask Copilot: "Using Chatham Financial, help me...". 8 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"chatham-financial": {
"url": "https://edge.vinkius.com/vk_preview_hsMPh67TwQ1iIM2bTlF82Wn5TiLdB0HnJIqJkuRI/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Chatham Financial
Open Cascade and ask: "Using Chatham Financial, help me...". 8 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"chatham-financial": {
"url": "https://edge.vinkius.com/vk_preview_hsMPh67TwQ1iIM2bTlF82Wn5TiLdB0HnJIqJkuRI/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Chatham Financial
Ask Cline: "Using Chatham Financial, help me...". 8 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add chatham-financial --transport http "https://edge.vinkius.com/vk_preview_hsMPh67TwQ1iIM2bTlF82Wn5TiLdB0HnJIqJkuRI/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Chatham Financial
Ask Claude: "Using Chatham Financial, show me...". 8 tools are ready
Where the request belongs
Work Chatham Financial can move forward.
For treasury teams and risk officers who are tired of manual data hunting. It's for the person who needs to verify a valuation at 4 PM on a Friday without opening five different spreadsheets.
Treasury Manager
Monitors hedge performance and trade valuations via chat to stay on top of risk.
Financial Controller
Audits accounting entries and payment history without having to navigate the main dashboard.
Risk Officer
Verifies market rates and hedge effectiveness results instantly for compliance checks.
Investment Analyst
Pulls portfolio summaries and legal entity data to build reports faster.
Build the capability set
Add more capabilities.
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Bring your own AI
Change the model, client or framework. Keep Chatham Financial connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
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Vercel AI SDK
Before you connect
Questions about Chatham Financial.
The practical details behind the request, access and result.
Can I use Chatham Financial MCP to see my trade history?
Yes. You can use the Connector to list all financial transactions and trades in your account. It allows your AI client to pull the full history so you can review it in your chat.
Does Chatham Financial MCP support SOFR and EURIBOR rates?
Yes, it does. You can ask your AI to pull current benchmark rates including SOFR and EURIBOR, along with forward curves, directly from your account data.
How do I get my valuation data into my AI?
Once the Connector is connected, you can simply ask your AI client for the current or historical valuation of a specific trade. It will pull the mark-to-market data automatically.
Can Chatham Financial MCP help with hedge accounting?
Yes, it can. You can use it to retrieve specific hedge accounting details and effectiveness test results for your transactions to simplify your audit process.
Is Chatham Financial MCP good for treasury managers?
It is designed specifically for treasury and risk roles. It helps them monitor hedge performance, check valuations, and track payment schedules without leaving their workspace.
Can I see my legal entities with Chatham Financial MCP?
Yes, you can. The Connector allows your agent to list all legal entities and portfolios configured in your account, making it easy to see your full organizational setup.
Can I see the mark-to-market valuation for a specific trade?
Yes! Use the get_trade_valuations capability with the trade ID. The agent will return the latest calculated valuation from ChathamDirect.
How do I check current SOFR or EURIBOR rates?
Use the get_chatham_market_data capability and specify the index (e.g., 'SOFR'). Your agent will fetch the latest benchmark rates and available forward curves.
Where do I find my Chatham API credentials?
API access is typically provided to ChathamDirect clients. Contact your Chatham Relationship Manager to request API access and obtain your API Key and Client ID.
One connection away
Give your agent a direct line to Chatham Financial.
Connect Chatham Financial once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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